Evergreen CA Municipal B
200 Berkeley St Boston MA 02116
Map
Phone: 800-343-2898
| Category: | Muni California Long | | Fund Family: | Evergreen | | Net Assets: | 620.00K | | Year-to-Date Return: | 14.56% | | Yield: | 3.58% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Nov-02 |
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Mathew M. Kiselak
Lead Manager since
29-May-07 | | | Kiselak is a director and senior portfolio manager of the Tax Exempt Fixed Income Unit of EIMC. He has been with Evergreen or one of its predecessors since 2000 and has over 19 years of investment experience. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income exempt from federal income taxes, other than the alternative minimum tax, and California state income tax as part of a long-term strategy of achieving tax-advantaged total return. The fund normally invests at least 80% of assets in municipal securities that are exempt from federal income tax, other than the alternative minimum tax, and from California State and local personal income taxes. It normally invests at least 80% of assets in investment grade securities. The Fund may invest up to 20% of assets in other obligations, which may include taxable securities. It is nondiversified. |
| Last Dividend
(30-Nov-09):
| 0.03 | | Last Cap Gain
(20-Nov-07):
| 0.03 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 31.92% |
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| Expense | EOCBX | Category
Avg | | Total Expense Ratio: | %
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.29% | | Max Deferred Sales Load: | 5.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $559 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $800 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,485 |
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